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Julie Ayers, CPA, CGMA, CCIFP

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“As a certified public accountant, I focus on individuals to see their goals through their eyes. I give personal proactive advice after understanding each person’s measure of success. When an individual succeeds, so does their company. I enjoy that.”

Julie’s ability to help clients overcome financial obstacles began when she worked for a prominent property management company that managed prestigious condominiums in Washington, DC.

Faced with unsold condominiums and a downturn in the market, condominium associations turned to her to find ways to reduce their overwhelming financial burden. Julie understood that by helping the association – she was also helping the individual owners save their homes. Armed with this knowledge and the passion to help people, she left the company and became a CPA to work in public practice.

Julie knows the complexities of tax law and understands how to apply regulations to serve your needs. She takes a personal approach to each client and works tirelessly in delivering the best possible CPA results. Indeed, Julie excels at offering creative alternatives to help you reach your goals.

Julie wears many hats at our firm. Julie is not only a Principal, she is also the head of our Charter School Accounting Division.  She ensures that all Charter School clients receive the time and attention necessary to run a financially successful Charter School.  Through her strong ties to Eddie Goodall with Goodall Consulting and the NC Public Charter Schools Association, she has positioned LBA Haynes Strand as an industry leader in providing Charter Schools with accounting and auditing services.

In 2014, Julie was named the Board President of NAWBO Charlotte where she has been a member for over 10 years and has held many positions, including Treasurer.  NAWBO is the National Association of Women Business Owners and is a national organization that provides resources and knowledge to women business owners.

When not at LBA Haynes Strand or leading organizations, Julie can be found spending time with her family and traveling throughout the U.S. as well as abroad.

Practice Areas

  • Income Tax Compliance
  • Income Tax Planning
  • Strategic Planning
  • Accounting Solutions
  • Charter School Accounting Services
  • Tax Department Manager

Education

  • University of South Carolina (BSBA Business Administration)
  • University of Virginia (CPA Program)

Professional Affiliations

  • AICPA
  • Chartered Global Management Accountant (CGMA)
  • NC Association of Certified Public Accountants
  • Women Presidents’ Organization (Charlotte Chapter)
  • NAWBO Charlotte (2015 President, 2016 Immediate Past President)

Certifications

  • Certified Public Accountant, NC #29034
  • Chartered Global Management Accountant (CGMA)
  • Certified Construction Industry Financial Professional (CCIFP)

Awards

  • 2016 50 Most Influential Women by The Mecklenburg Times
  • 2016 NAWBO Charlotte Woman Business Owner Of The Year
  • 2016 Charlotte SmartCEO Brava Award Winner

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Email Julie
704-841-1120 ext. 103

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